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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,110 | $64,324-61.0% | $118,946-78.9% | $79,852-68.6% |
| Participation rate | 62.5% | 64.9%-2.4pp | 75.4%-12.9pp | 69.6%-7.1pp |
| Annual return | 4.66% | 86.45%-81.8pp | 35.89%-31.2pp | 31.72%-27.1pp |
| Employer contribution / active EE | $1,763 | $1,836-4.0% | $3,263-46.0% | $2,471-28.7% |
| Participant deferral / active EE | $2,020 | $2,824-28.5% | $4,266-52.6% | $3,740-46.0% |
| Admin fee / account holder | $622 | $4,040-84.6% | $6,581-90.5% | $5,306-88.3% |